OLLI Computer Club 3rd Sat meeting, in-person and via ZOOM (request access from ffxmtg@patacs.org),
Sat May 21, 2022 (1 PM):
Sharing Public Google Calendars. Presented by John Krout.
...AND Learn in 30: Cryptocurrency. Presented by Roger Fujii.
Computer Group 4th Wed meeting, in-person and via ZOOM (request access from arlmtgs@patacs.org),
Wed May 25, 2022 (7 PM):
Technology & PC Help Desk: Extended Q&A, Troubleshooting.
Computer Group 1st Wed meeting, in-person and via ZOOM (request access from arlmtgs@patacs.org),
Wed Jun 1, 2022 (7 PM):
Program To Be Announced. ZOOM Help References (Courtesy of PATACS)
UPDATED Bob Baker's continued, May 11, 2022, Buy/Sell List Compendium presentation, including objectives, research resources & tools, new resources, and weekly buy/sell lists history.
Sy Sherman's 3-part, Oct 7-21, 2020, Stock Selection & Analysis presentation.
Forum Website Change History by Date Posted (including Links within This Website and On-Line) May 16, 2022
Added Al Smuzynski's May 18, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, May 11, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to May 11, 2022, Morningstar.com "Which of the Largest Stocks Are Undervalued?" article suggested by Tom Crooker: Member Suggestions page.
Added link to Jun 1, 2022, Kiplinger's Personal Finance "Profit From Healthy Profit Margins" article suggested by Jim Dann: Member Suggestions page.
Added link to May 8, 2022, Barrons.com "It’s Not Just Tesla. 8 Other Stocks to Play the Future of Transportation." article suggested by Bob Baker: Member Suggestions page.
Added link to May 10, 2022, WSJ.com "‘Buy the Dip’ Believers Are Tested by Market’s Downward Slide" article suggested by Tom Crooker: Member Suggestions page.
Added general instructions on the Member Suggestions page describing how to use A-Z lists for all local Libraries similarly to the Fairfax County Library A-Z listing.
Added general instructions on the Member Suggestions page about how to install "Libby by Overdrive" on members' mobile devices and computer browsers to facilitate use of new FREE "Library of Virginia" magazine services.
May 10, 2022
Added Al Smuzynski's May 11, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, May 4, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to May 5, 2022, Morningstar.com "2022 Selloff Has Left the U.S. Stock Market Undervalued" article suggested by Tom Crooker: Member Suggestions page.
Added link to May 2022, Kiplinger's Personal Finance "Subdued Stock Returns Ahead" article suggested by Tom Crooker and Jim Dann: Member Suggestions page.
Added link to May 2, 2022, Yahoo.com/Finance "Warren Buffett reminds the world about 3 legendary investing tips: Morning Brief" article suggested by Tom Crooker: Member Suggestions page.
May 2, 2022
Added Al Smuzynski's May 4, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added link to Apr, 2022, AlpineREIT.com "Investor Presentation" suggested by Bob Baker: Member Suggestions page.
Added Bob Baker's updated continuing, Apr 27, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Apr 27, 2022, MarketWatch.com "Are recession worries overblown? Here’s why a downturn appears far off" article suggested by Tom Crooker: Member Suggestions page.
Added link to Apr 19, 2022, MarketWatch.com "You need to pay more attention to dividends – this math shows why they beat inflation" article and audio suggested by Tom Crooker: Member Suggestions page.
Apr 25, 2022
Added Al Smuzynski's Apr 27, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Apr 20, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Apr 19, 2022, WSJ.com "Blackstone Bets on Campus Housing With $13 Billion Acquisition (of REIT ACC)" article suggested by Bob Baker: Member Suggestions page.
Added Bob Baker's Apr 20, 2022, "REITS: Real Estate Investment Trusts" presentation: Member Contribution page.
Apr 18, 2022
Added Al Smuzynski's Apr 20, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added link to Apr 14, 2022, Barrons.com article "He Talks to Taxi Drivers and Bartenders for Research. Here Are His Stock Picks." suggested by Tom Crooker: Member Suggestions page.
Added Bob Baker's updated continuing, Apr 13, 2022, "Buy/Sell List Compendium" presentation: above.
Added David Toms' Apr 13, 2022, "Business Development Companies (BDCs)" presentation: Member Contribution page.
Added link to Apr 13, 2022, BetOnIt@substack.com Caplan blog "What the Hell Is Going On With the Economy" suggested by Brenda Bloch-Young: Member Suggestions page.
Added link to Apr 7, 2022, Barrons.com article "Inflationary Psychology Has Set In. Dislodging It Won’t Be Easy." suggested by Tom Crooker: Member Suggestions page.
Added link to Apr 6, 2022, MoneyForTheRestOfUs.com podcast " Investing in Business Development Companies (BDCs)" suggested by William Tuerk: Member Suggestions page.
Apr 11, 2022
Added Al Smuzynski's Apr 13, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Apr 6, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Apr 7, 2022, Morningstar.com article and video "Why Utilities Stocks Look Risky Today" suggested by Tom Crooker: Member Suggestions page.
Apr 4, 2022
Added Al Smuzynski's Apr 6, 2022, "Fixed Income - Duration" presentation: Member Contribution page.
Added the Apr 6, 2022, Forum Agenda to Topics page.
Added Bob Baker's updated continuing, Mar 30, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Mar 29, 2022, Morningstar.com article and video "Dividend Stock Deep Dive: Utilities" suggested by Tom Crooker: Member Suggestions page.
Mar 28, 2022
Added the Mar 30, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Mar 23, 2022, "Buy/Sell List Compendium" presentation: above.
Linked to probably Feb, 2022, ISC.com "Breaking Down the Hydrogen Hype: Economic and Legal Considerations" recorded webinar suggested by David Toms: Member Suggestions page.
Mar 21, 2022
Added the Mar 23, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Mar 16, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Mar 15, 2022, WSJ.com "Saudi Arabia Considers Accepting Yuan Instead of Dollars for Chinese Oil Sales" article suggested by Robert Shaffer: Member Suggestions page.
Link to Mar 15, 2022, WashingtonPost.com "The Fed is charting a course to stagflation and recession"
article suggested by Al Smuzynski: Member Suggestions page.
Link to Mar 11, 2022, Barrons.com "Recession Rumbles Grow Louder as Impact of Economic Stimulus Fades"
article suggested by Al Smuzynski: Member Suggestions page.
Mar 14, 2022
Added the Mar 16, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Mar 9, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Mar 3, 2022, Backend Benchmarking's "The Robo Report™ and The Robo Ranking™" report suggested by Brenda Bloch-Young: Member Suggestions page.
Mar 7, 2022
Added the Mar 9, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Mar 2, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Lou Coglianese's Mar 2, 2022, "Hydrogen ETFs - Performance and Composition" presentation: Member Contribution page.
Feb 28, 2022
Added the Mar 2, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Feb 23, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Jim Dann's Feb 23, 2022, "Bond Mutual Funds: Investing when Interest Rates are Rising" presentation: Member Contribution page.
Feb 21, 2022
Added the Feb 23, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Feb 16, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Brenda Bloch-Young's Feb 15, 2022, "F203 Investing Potpourri: Video Gaming " presentation to OLLI's F203 Winter-term class: Member Contribution page.
Link to Feb 14, 2022, Morningstar.com "The Inflation Hedges Haven't Hedged"
article suggested by Tom Crooker: Member Suggestions page.
Link to Ray Willson's Feb 8, 2022, "F203 Investing Potpourri: Defense Industry Overview " presentation to OLLI's F203 Winter-term class: Member Contribution page.
Link to Feb 8, 2022, Morningstar.com "7 Undervalued Stocks With Growing Dividends"
article suggested by Tom Crooker: Member Suggestions page.
Link to Feb 8, 2022, WSJ.com "Investors Gobble Up Dividend Stocks During Market Turbulence"
article suggested by Bob Baker: Member Suggestions page.
Feb 14, 2022
Added the Feb 16, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Feb 9, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Feb 7, 2022, Barrons.com "Berkshire Hathaway’s Utility Business Is a Crown Jewel"
article suggested by Tom Crooker: Member Suggestions page.
Feb 7, 2022
Added the Feb 9, 2022, Forum Agenda to Topics page.
Link to Bob Baker's Jan 27 & Feb 3, 2022, "F202 Tech Tools for Investors: FinViz & Simply Safe Dividends - A Closer Look " presentation to OLLI's F202 Winter-term classes: Member Contribution page.
Link to David Toms' Feb 2, 2022, "F203 Investing Potpourri: Clean Energy" presentation to OLLI's F203 Winter-term class: Member Contribution page.
Updated link to Bob Baker's continued, Feb 2, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Feb 1, 2022, MarketWatch.com's "Pullback an Opportunity to Pick Up Undervalued Stocks" article suggested by Tom Crooker: Member Suggestions page.
Feb 1, 2022
Added the Feb 2, 2022, Forum Agenda to Topics page.
Link to Jan 20, 2022, Barrons.com's "Investors Are Fixated on Interest Rates, But Profit Margins Drive the Market"
article suggested by Tom Crooker: Member Suggestions page.
Updated link to Bob Baker's continued, Jan 26, 2022, "Buy/Sell List Compendium" presentation: above.
Jan 24, 2022
Added the Jan 26, 2022, Forum Agenda to Topics page.
Added three Congressional Research Service (CRS) In Focus reports to the References>Investor Education drop down link on the Menu above. Linked all documents listed there to their pdf's on the CRS website where they are kept current. The three new report topics are Credit Unions, ESG Issues, and Financial Cybersecurity, bringing the total to 14 topics.
Link to Jan 20, 2022, MarketWatch.com's "‘Good luck! We’ll all need it’: U.S. market approaches end of ‘superbubble,’ says Jeremy Grantham" article suggested by Tom Crooker: Member Suggestions page.
Updated link to Bob Baker's continued, Jan 19, 2022, "Buy/Sell List Compendium" presentation: above.
Jan 17, 2022
Added the Jan 19, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Jan 12, 2022, "Buy/Sell List Compendium" presentation: above.
Jan 10, 2022
Added the Jan 12, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Jan 5, 2022, "Buy/Sell List Compendium" presentation: above.
Revised, reordered and simplified public library links and instructions to show Alexandria, Arlington, Fairfax, Loudoun, and Prince William public library digital resources on References > Free Access to Premium Services page > section.
Jan 3, 2022
Added the Jan 5, 2022, Forum Agenda to Topics page.
Added link for topical videos In the Know with Cathie Wood, ARK CEO/CIO, to References > Financial Newsletters, Videos, & Podcasts page > section. Resulted from discussion by Brenda Bloch-Young during her Forum opening comments on Wed Dec 8, 2021.
Added links for Alexandria, Arlington, Loudoun, and Prince William to Fairfax county public library digital resources on References > Free Access to Premium Services page > section.
Dec 20, 2021
Updated link to Bob Baker's continued, Dec 15, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Dec 7, 2021, Morningstar.com "Dividend-Stock Deep Dive: Drugmakers" article suggested by Tom Crooker: Member Suggestions page.
Added link for TreasuryDirect.gov (Series I Bonds, et al.) to References > Bonds page > section. Suggested by Al Smuzinski in his Dec 8 "US Treasury/Bonds" Forum discussion about buying Series I Bonds through Treasury Direct.
Dec 13, 2021
Added the Dec 15, 2021, Forum Agenda to Topics page.
Added the Dec 13, 2021, Forum Special Event to Topics page.
Updated link to Bob Baker's continued, Dec 6, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Dec 10, 2021, Bloomberg BusinessWeek.com "The ESG [Environmental, Social, Governance] Mirage" article suggested by Brenda Bloch-Young: Member Suggestions page.
Link to Dec 12, 2021, Barrons.com "Forget Value Versus Growth. Pick Quality Stocks Instead" article suggested by Tom Crooker: Member Suggestions page.
Link to Dec 9, 2021, Independent Advisor for Vanguard Investors "Hotlines: Bifurcation Diversification" article suggested by Paul Howard: Member Suggestions page.
Dec 6, 2021
Added the Dec 8, 2021, Forum Agenda to Topics page.
Link to Nov 29, 2021, Barron's print edition "Power Play – M&A Heats Up in Data Centers" article suggested by Bob Baker: Member Suggestions page.
Updated link to Bob Baker's continued, Dec 1, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Jim Dann's Dec 1, 2021, "ESG [Environmental, Social, Governance] Investing" presentation: Member Contribution page.
Link to Lou Coglianese's Dec 1, 2021, "Estimating year end mutual fund distributions" presentation: Member Contribution page.
Nov 29, 2021
Added the Dec 1, 2021, Forum Agenda to Topics page.
Link to Feb 12, 2018, CNBC.com's "Investor Toolkit--Warren Buffett explains how to invest in stocks when inflation hits markets" article suggested by Tom Crooker: Member Suggestions page.
Nov 22, 2021
Updated link to Bob Baker's continued, Nov 17, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Manya Vij's "GMU SMIF Stock Pitch (Bio Rad Labs)" presentation example: Member Contribution page.
Nov 15, 2021 [updated]
Added the Nov 17, 2021, Forum Agenda to Topics page.
Access to current week's Value Line Survey "Selection and Opinion" report suggested by Bob Baker: Member Suggestions page.[added]
Updated link to Bob Baker's continued, Nov 10, 2021, "Buy/Sell List Compendium" presentation: above.
Link to David Breese's Nov 10, 2021, "In Search Of Environmental Environmental, Social, and Governance (ESG)" presentation: Member Contribution page.
Nov 8, 2021
Added the Nov 10, 2021, Forum Agenda to Topics page.
Added link for BDC Investor [Business Development Company] to References > Research, Analysis, Scorecards, Tools page > section. Suggested by Bob Baker on his Buy-Sell Compendium's Research and Analysis Resources page.
Added link for Util to References > Research, Analysis, Scorecards, Tools page > section. Suggested by Brenda Block-Young as a source for ESG [Environmental, Social, Governance] investment analyses and information.
Updated link to Bob Baker's continued, Nov 3, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Brenda Bloch-Young's Nov 3, 2021, "Are ESG labels valid ?" presentation: Member Contribution page.
Link to Tom Kaufman's Nov 3, 2021, "ESG 2021" presentation: Member Contribution page.
Link to Trevor Montano's Oct 13, 2021, "Montano Student Investment Fund" Forum discussion video: Member Contribution page. About the student-managed fund in the George Mason School of Business.
Nov 1, 2021
Added the Nov 3, 2021, Forum Agenda to Topics page.
Link to May 18, 2021, FarmDocDaily.Illinois.edu's "Hight Corn and Soybean Return Outlook for 2021" report suggested by Bob Baker: Member Suggestions page.
Updated link to Bob Baker's continued, Oct 27, 2021, "Buy/Sell List Compendium" presentation: above.
Added the Oct 27, 2021, Forum Agenda to Topics page.
Link to Sylvia Auton's Oct 20, 2021, "Street Talk " presentation: Member Contribution page.
Oct 18, 2021
Added the Oct 20, 2021, Forum Agenda to Topics page.
Oct 11, 2021
Added the Oct 13, 2021, Forum Agenda to Topics page.
Link to Oct 7, 2021, Marketwatch.com's "Warren Buffet's solid investing advice is just what's needed in this frothy stock market" article suggested by Tom Crooker: Member Suggestions page.
Link to EdelmanFinancialEngine.com's "11 great reasons to carry a big, long mortgage" article suggested by Charles Murphy: Member Suggestions page.
Updated link to Bob Baker's continued, Oct 6, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Al Smuzunski's Oct 6, 2021, "Hypothetical House Mortgage" discussion outline: Member Contribution page.
Link to Oct 1, 2021, Morningstar.com's "Payout Ratios Can Reveal Dividend Stability" article suggested by Tom Crooker: Member Suggestions page.
Oct 4, 2021
Added the Oct 6, 2021, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Sep 29, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Trevor Montano's Sep 29, 2021, "Preferred Shares & Hybrid Capital" presentation: Member Contribution page.
Sep 27, 2021
Added the Sep 29, 2021, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Sep 22, 2021, "Buy/Sell List Compendium" presentation: above.
Sep 20, 2021
Added the Sep 22, 2021, Forum Agenda to Topics page.
Link to Sep 14, 2021, Aswath Domodaran's "Musing on Markets" blog "The ESG Movement: The 'Goodness' Gravy Train Rolls On" article suggested by Brenda Bloch-Young: Member Suggestions page.
Updated link to Bob Baker's continued, Sep 15, 2021, "Buy/Sell List Compendium" presentation: above.
Sep 13, 2021
Added the Sep 15, 2021, Forum Agenda to Topics page.
Link to Sep 8, 2021, WilsonCenter.org " Integrating Infrastructure in US Domestic and Foreign Policy: Lessons from China" policy paper suggested by Al Smuzynski: Member Suggestions page.
Link to Lou Coglianese's Sep 8, 2021, "Analyst Opinions: How Used? Why Trusted?" presentation: Member Contribution page.
Updated link to Bob Baker's continued, Sep 8, 2021, "Buy/Sell List Compendium" presentation: above.
Sep 6, 2021
Added the Sep 8, 2021, Forum Agenda to Topics page.
Link to Aug 27, 2021, WashingtonPost.com "The simple tricks that turned one investor's $70,000 retirement account into a $264 million fortune" article suggested by Al Smuzynski: Member Suggestions page.
Updated link to Bob Baker's continued, Sep 1, 2021, "Buy/Sell List Compendium" presentation: above.
Aug 30, 2021
Added the Sep 1, 2021, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Aug 25, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Brenda Bloch-Young's Aug 25, 2021, "Robo-Advisors: 2021 Q2 Backend Benchmarking Report cited in Barron's" presentation: Member Contribution page.
Aug 23, 2021
Added the Aug 25, 2021, Forum Agenda to Topics page.
Link to Aug 11, 2021, Backend Benchmarking's "The Robo Report™ and The Robo Ranking™" report suggested by Brenda Bloch-Young: Member Suggestions page.
Updated link to Bob Baker's continued, Aug 18, 2021, "Buy/Sell List Compendium" presentation: above.
Aug 15, 2021
Added the Aug 18, 2021, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Aug 11, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Aug 13, 2021, Barrons.com "Stock Prices Are Poised to Keep Rising, Says Longtime Bull - Here's Why" article suggested by Tom Crooker: Member Suggestions page.
Link to Aug 9, 2021, Barrons.com "The Best Robo-Advisors Right Now: Barron's Ranking" article suggested by Al Smuzynski: Member Suggestions page.
Aug 9, 2021
Added the Aug 11, 2021, Forum Agenda to Topics page.
Link to Jul 11, 2021, Fortune.com "Anyone can beat the stock market, says new research" article used for Jul 28, 2021, Forum discussion with Jim Dann: Member Suggestions page.
Aug 2, 2021
Link to Brenda Bloch-Young's Jul 29, 2021, "F204 Investment Potpourri: SPACs - IPO Disruptors or Blank Check Distortions" presentation to OLLI's F204 Summer-term class: Member Contribution page.
Updated link to Bob Baker's continued, Jul 28, 2021, "Buy/Sell List Compendium" presentation: above.
Jul 26, 2021
Added the Jul 28, 2021, Forum Agenda to Topics page.
Link to Garrett Ruhl's Jul 22, 2021, "F204 Investment Potpourri: Genomics, Introduction to Investing in a Rapidly Expanding Sector" presentation to OLLI's F204 Summer-term class: Member Contribution page.
Updated link to Bob Baker's continued, Jul 21, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Brenda Bloch-Young's Jun 21, 2021, "Sale of a Primary Residence" presentation: Member Contribution page.
Jul 19, 2021
Added the Jul 21, 2021, Forum Agenda to Topics page.
Link to David Toms' Jul 15, 2021, "F204 Investment Potpourri: Investment Opportunities in Alternative Energy" presentation to OLLI's F204 Summer-term class: Member Contribution page.
Updated link to Bob Baker's continued, Jul 14, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Nov 6, 2020, YouTube.com "PEG Ratio Explained" video presentation:Member Suggestions page.
Jul 12, 2021
Added the Jul 14, 2021, Forum Agenda to Topics page.
Jul 5, 2021
Added the Jul 7, 2021, Forum Agenda to Topics page.
Link to Bob Baker's Jul 1, 2021, "F202 Tech Tools for Investors (FinViz, Seeking Alpha, Simply Safe Dividends)" presentation to OLLI's F202 Summer-term class: Member Contribution page.
Updated link to Bob Baker's continued, Jun 30, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Jim Dann's Jun 30, 2021, "Dividend Growth & Quality-Oriented ETFs" presentation: Member Contribution page.
Link to Lou Coglianese's Jun 24, 2021, "F202 Tech Tools for Investors (Morningstar)" presentation to OLLI's F202 Summer-term class: Member Contribution page.
Jun 28, 2021
Added the Jun 30, 2021, Forum Agenda to Topics page.
Link to Jun 24, 2021, MarketWatch.com "What Are TIPS, and How Do They Help Protect Against Inflation" article:Member Suggestions page.
Updated link to Bob Baker's continued, Jun 23, 2021, "Buy/Sell List Compendium" presentation: above.
Jun 21, 2021
Added the Jun 23, 2021, Forum Agenda to Topics page.
Link to Brenda Bloch-Young's Jun 16, 2021, "What is a global minimum tax and what will it mean?" presentation: Member Contribution page.
Updated link to Bob Baker's continued, Jun 16, 2021, "Buy/Sell List Compendium" presentation: above.
Jun 14, 2021
Added the Jun 16, 2021, Forum Agenda to Topics page.
Link to Jun 11, 2021, MarketWatch.com "Don't sell stocks in a panic, advisors say" article:Member Suggestions page.
Updated link to Bob Baker's continued, Jun 9, 2021, "Buy/Sell List Compendium" presentation: above.
Jun 7, 2021
Added the Jun 9, 2021, Forum Agenda to Topics page.
Link to Jun 4, 2021, www.wsj.com "The Huge Tax Break for Home Sellers" article:Member Suggestions page.
Link to Jun 1, 2021, NYTimes.com "How the World Ran Out of Everything" article:Member Suggestions page.
Updated link to Bob Baker's continued, Jun 2, 2021, "Buy/Sell List Compendium" presentation: above.
May 31, 2021
Added the Jun 2, 2021, Forum Agenda to Topics page.
Link to May 24, 2021, Morningstar.com "Are Equity Managers Ready for Inflation" article:Member Suggestions page.
Updated link to Bob Baker's continued, May 26, 2021, "Buy/Sell List Compendium" presentation: above.
May 24, 2021
Added the May 26, 2021, Forum Agenda to Topics page.
Link to May 21, 2021, Morningstar.com "Why Amazon Is a Prime Investment" article:Member Suggestions page.
Link to May 21, 2021, Barrons.com "AT&T Was Punished for Its Dividend Cut. It's Time to Buy the Stock" article:Member Suggestions page.
Link to May 21, 2021, Barrons.com "AT&T Stock Gains as Sentiment Shifts. It Just Got Two Upgrades" article:Member Suggestions page.
Updated link to Bob Baker's continued, May 19, 2021, "Buy/Sell List Compendium" presentation: above.
May 17, 2021
Added the May 19, 2021, Forum Agenda to Topics page.
Link to Mar 29, 2021, Barrons.com "4 Funds [ETFs] for Anyone Nervous About Inflation" article:Member Suggestions page.
Link to May 8, 2021, WSJ.com "The Great Cash Splash, or What Happens to Stocks and Cryptocurrencies When the Fed Stops Raining Money" article:Member Suggestions page.
Updated link to Bob Baker's continued, May 12, 2021, "Buy/Sell List Compendium" presentation: above.
May 10, 2021
Added the May 12, 2021, Forum Agenda to Topics page.
Link to Jim Dann's May 5, 2021, "Real Estate Mutual Funds" presentation: Member Contribution page.
Updated link to Bob Baker's continued, May 5, 2021, "Buy/Sell List Compendium" presentation: above.
May 3, 2021
Updated link to Bob Baker's Apr 7, 2021, continuing "Buy/Sell List Compendium" presentation: above. Apr 7, 2021
Link to Jim Dann's Apr 7, 2021, "Investing in Asia" presentation: Member Contribution page. Apr 7, 2021
Added upcoming Apr 7, 2021, Forum Agenda to Topics page. Apr 5, 2021
Updated link to Bob Baker's Mar 31, 2021, continuing "Buy/Sell List Compendium" presentation: above. Apr 5, 2021
Link to Mar 29, 2021, Barron's "Yes, You Can Retire on Dividends" article:Member Suggestions page. Apr 5, 2021
Added upcoming Mar 31, 2021, Forum agenda to Topics page. Mar 29, 2021
Updated link to Bob Baker's Mar 24, 2021, continuing "Buy/Sell List Compendium" presentation: above. Mar 29, 2021
Link to David Toms' Mar 24, 2021, "Business Development Companies" presentation: Member Contribution page. Mar 29, 2021
Link to Mar 17, 2021, The Washington Post "Bidders run up bitcoin price in government auction." article:Member Suggestions page. Mar 29, 2021
Link to Mar 27, 2021, The Economist "America used to be behind on digital payments. Not any more" article:Member Suggestions page. Mar 29, 2021
Added upcoming Mar 24, 2021, Forum agenda to Topics page. Mar 22, 2021
Link to Al Smuzynski's Mar 17, 2021, "Al sells a covered call" discussion example: Member Contribution page. Mar 22, 2021
Added upcoming Mar 17, 2021, Forum agenda to Topics page. Mar 15, 2021
Link to Aug 15, 2020, OLLI Summer 2020 class "De-Mystifying Cryptocurrency" presentation video: Member Suggestions page. Mar 15, 2021
Updated link to Bob Baker's Mar 10, 2021, continuing "Buy/Sell List Compendium" presentation: above. Mar 15, 2021
Added upcoming Mar 10, 2021, Forum agenda to Topics page. Mar 8, 2021
Updated link to Bob Baker's Mar 3, 2021, continuing "Buy/Sell List Compendium "presentation: above. Mar 8, 2021
Link to Charles Murphy's Mar 3, 2021, "Options Talking Points" presentation: Member Contribution page. Mar 8, 2021
Added upcoming Mar 3, 2021, Forum agenda to Topics page. Feb 28, 2021
Updated link to Bob Baker's Feb 24, 2021, continuing presentation: "Buy/Sell List Compendium" above. Feb 28, 2021
Link to Tom Kaufman's Feb 24, 2021, "Healthcare 2021" presentation: Member Contribution page. Feb 28, 2021
Added upcoming Feb 24, 2021, Forum agenda to Topics page. Feb 22, 2021
Updated link to Bob Baker's Feb 17, 2021, continuing presentation: "Buy/Sell List Compendium" above. Feb 22, 2021
Added upcoming Feb 17, 2021, Forum agenda to Topics page. Feb 15, 2021
Updated link to Bob Baker's Feb 10, 2021, continuing presentation: "Buy/Sell List Compendium" above. Feb 15, 2021
Link to Jim Dann's Feb 10, 2021, "Investing in Small Stock Mutual Funds" presentation: Member Contribution page. Feb 15, 2021
Added upcoming Feb 10, 2021, Forum agenda to Topics page. Feb 8, 2021
Updated link to Bob Baker's Feb 3, 2021, continuing presentation: "Buy/Sell List Compendium" above. Feb 8, 2021
Added upcoming Feb 3, 2021, Forum agenda to Topics page. Feb 1, 2021
Updated link to Bob Baker's Jan 27, 2021, continuing presentation: "Buy/Sell List Compendium" above. Feb 1, 2021
Added upcoming Jan 27, 2021, Forum agenda to Topics page. Jan 25, 2021
Updated link to Bob Baker's Jan 20, 2021, continuing presentation: "Buy/Sell List Compendium" above. Jan 25, 2021
Added upcoming Jan 20, 2021, Forum agenda to Topics page. Jan 18, 2021
Updated link to Bob Baker's Jan 13, 2021, continuing presentation: "Buy/Sell List Compendium" above. Jan 18, 2021
Link to Gloria Loew's Jan 13, 2021, "Technical Analysis Concepts" presentation: Member Contribution page. Jan 18, 2021
Added upcoming Jan 13, 2021, Forum agenda to Topics page. Jan 11, 2021
Updated link to Bob Baker's Jan 6, 2021, continuing presentation: "Buy/Sell List Compendium" above. Jan 11, 2021
Added upcoming Jan 6, 2021, Forum agenda to Topics page. Jan 4, 2021
Updated link to Bob Baker's Dec 9, 2020, continuing presentation: "Buy/Sell List Compendium" above. Dec 16, 2020
Added upcoming Dec 9, 2020, Forum agenda to Topics page. Dec 7, 2020
Updated link to Bob Baker's Dec 2, 2020, continuing presentation: "Buy/Sell List Compendium" above. Dec 7, 2020
Link to Jim Dann's Dec 2, 2020, "Actively-Managed MidCap Mutual Funds" presentation: Member Contribution page. Dec 7, 2020
Link on Dec 5, 2020, Deloitte.com article: "A primer on SPACs" Member Suggestions page. Dec 7, 2020
Link on Dec 4, 2020, Vanguard report: "How America Invests 2020" Member Suggestions page. Dec 7, 2020
Added upcoming Dec 2, 2020, Forum agenda to Topics page. Nov 30, 2020
Updated link to Bob Baker's continuing presentation: "Buy/Sell List Compendium" above. Nov 24, 2020
Link to Nov 14, 2020, The Economist article: "Beyond Buffett – Does value investing still work ?" Member Suggestions page. Nov 24, 2020
Link to Nov 14, 2020, The Economist article: "Diminished value -- Value investing is struggling to remain relevant" Member Suggestions page. Nov 24, 2020
Added upcoming Nov 18, 2020, Forum agenda to Topics page. Nov 16, 2020
Updated link to Bob Baker's continuing presentation: "Buy/Sell List Compendium" above. Nov 9, 2020
Added upcoming Nov 4, 2020, Forum agenda to Topics page. Nov 2, 2020
Link to Mar 2, 2020, Marketwatch.com article: "Risk, Not Volatility, Is the Real Enemy" Member Suggestions page. Nov 2, 2020
Link to Lou Coglianese's 10/28/2020 "Finding Out About Upcoming Distributions In Mutual Funds" presentation Member Contribution page. Nov 2, 2020
Added upcoming Oct 28, 2020, Forum agenda to Topics page. Oct 26, 2020
Updated link to Bob Baker's continuing presentation: "Buy/Sell List Compendium" above. Oct 26, 2020
Link to Oct 24, 2020, Marketwatch.com article: "Wanted: Stock investors with time and money to support profitable, well-run companies" Member Suggestions page. Oct 26, 2020
Added upcoming Oct 21, 2020, Forum agenda to Topics page. Oct 19, 2020
Updated link to Sy Sherman's Oct 14, 2020, continuing 3-part presentation: "Stock Selection & Analysis" above. Oct 19,2020
Updated link to Bob Baker's continuing presentation: "Buy/Sell List Compendium" above. Oct 19, 2020
Link to Oct 16, 2020, Bloomberg.com article: "Biden Win Would Transform How the Wealthy Invest" Member Suggestions page. Oct 19, 2020
Added upcoming Oct 14, 2020, Forum agenda to Topics page. Oct 12, 2020
Link to Sy Sherman's Oct 7, 2020, continuing 3-part presentation: "Stock Selection & Analysis" Member Contribution page. Oct 12,2020
Updated link to Bob Baker's continuing presentation: "Buy/Sell List Compendium" above. Oct 12, 2020
Added upcoming Oct 7, 2020, Forum agenda to Topics page. Oct 5, 2020
Added Bob Baker's NEW, continuing presentation: "Buy/Sell List Compendium" above. Oct 5, 2020
Link to Oct 5, 2020, Barrons.com article: "Stock Market Outlook: Finding Opportunity Beyond Mega-Caps" Member Suggestions page. Oct 5, 2020
Link to Sep 30, 2020, Barrons.com article: "The Stock Market Is Not the Economy"Member Suggestions page. Oct 5, 2020
Link to Sep 25, 2020, Morningstar.com article: "The Pandemic Has Swelled the Ranks of Zombie Companies. How to Recognize Them." Member Suggestions page. Oct 5, 2020
Link to Sep 23, 2020, Morningstar.com article: "Zombie Companies Are Proliferating. How to Avoid Them." Member Suggestions page. Oct 5, 2020
Added upcoming Sep 30, 2020, Forum agenda to Topics page. Sep 28, 2020
Link to Sep 23, 2020, Morningstar.com article & video: "Slow and Steady Wins the Financial Race" Member Suggestions page. Sep 28, 2020
Added upcoming Sep 23, 2020, Forum agenda to Topics page. Sep 21, 2020
Added upcoming Sep 16, 2020, Forum agenda to Topics page. Sep 14, 2020
Link to Brenda Bloch-Young's 9/2/2020 "Pros & Cons of Owning Utilities: Debating the Outlook for Utilities" presentation Member Contribution page. Sep 7,2020
Link to Aug 2020 Kiplinger's Personal Finance article: "ETF Spotlight: ...the video gaming craze..." Member Suggestions page. Sep 7, 2020
Added upcoming Sep 9, 2020, Forum agenda to Topics page. Sep 7, 2020
Link to Sep 2020 Morningstar Dividend Investor Newsletter article: "Looking at Utilities" Member Suggestions page. Aug 31, 2020
Added upcoming Sep 2, 2020, Forum agenda to Topics page. Aug 31, 2020
Added upcoming Aug 26, 2020, Forum agenda to Topics page. Aug 25, 2020
Link to Jul 25, 2020, WSJ article: "Everyone's a Day Trader Now" Member Suggestions page. Aug 18, 2020
Link to Aug 10, 2020, WSJ article: "When Day Traders Do Well, It's Probably Just Luck" Member Suggestions page. Aug 18, 2020
Added upcoming Aug 19, 2020, Forum agenda to Topics page. Aug 18, 2020
Added upcoming Aug 12, 2020, Forum agenda to Topics page. Aug 10, 2020
Added upcoming Aug 5, 2020, Forum agenda to Topics page. Aug 3, 2020
Added upcoming Jul 29, 2020, Forum agenda to Topics page. Jul 27, 2020
Added upcoming Jul 22, 2020, Forum agenda to Topics page. Jul 20, 2020
Added upcoming Jul 15, 2020, Forum agenda to Topics page. Jul 13, 2020
Link to Fairfax County Library's free investment references on Reference Links page. Jul 7, 2020
Added upcoming Jul 8, 2020, Forum agenda to Topics page. Jul 6, 2020
Added upcoming Jul 1, 2020, Forum agenda to Topics page. Jun 30, 2020
Link to Brenda Bloch-Young's Jun 24, 2020, "OLLI Investment Forum Survey Jun 2020" presentation to Member Contribution page. Jun 30, 2020
Added upcoming Jun 24, 2020, Forum agenda to Topics page. Jun 22, 2020
Added upcoming Jun 17, 2020, Forum agenda to Topics page. Jun 15, 2020
Added upcoming 6/10/2020 Forum agenda to Topics page. 6/8/2020
Link to Financial Visualization (FinViz.com) analysis resource Member Suggestions page. 6/5/2020
Link to Bob Baker's 6/3/2020 "Buy/Sell List" with FinViz Intro presentation Member Contribution page. 6/5/2020
Link to Paul Howard's 6/1/2020 ZOOM Sign-on Help Notes: "Using ZOOM – Updating Software and Joining Meetings (for Windows)" above. 6/2/2020
Added upcoming 6/3/2020 Forum agenda to Topics page. 6/1/2020
Added upcoming 5/27/2020 Forum agenda to Topics page. 5/25/2020
Link to "StatNews.com" news source for heathcare/biotech sector/subsector Member Suggestions page. 5/25/2020
Link to Joe Benning's 5/20/2020 "The Bond Market: Bonds or Bond Funds" presentation Member Contribution page. 5/21/2020
Added upcoming 5/20/2020 Forum agenda to Topics page. 5/18/2020
Added upcoming 5/13/2020 Forum agenda to Topics page. 5/11/2020
Link to Brenda Bloch-Young's 5/6/2020 "Utilities Offer a Defensive Dividend Haven ??" presentation Member Contribution page. 5/11/2020
Added upcoming 5/6/2020 Forum agenda to Topics page. 5/4/2020
Link to 5/3/2020 Investopedia article: "Berkshire Hathaway 2020 Annual Meeting Highlights" Member Suggestions page. 5/4/2020
Link to 5/1/2020 Congressional Research Service report: "Global Economic Effects of COVID-19" Member Suggestions page. 5/4/2020
Added upcoming 4/29/2020 Forum agenda to Topics page. 4/28/2020
Added upcoming 4/22/2020 Forum agenda to Topics page. 4/20/2020
Link to Bob Baker's 4/15/2020 "Buy/Sell List" presentation Member Contribution page. 4/20/2020
Link to Joe Benning's 4/15/2020 "What Now? Macro Market Outlook COVID19" presentation Member Contribution page. 4/20/2020
Link to 3/30/2020 Forbes.com article: "CARES Act Drastically Changes RMD Rules for 2020" Member Suggestions page. 4/20/2020
Added upcoming 4/15/2020 Forum agenda to Topics page. 4/13/2020
Added upcoming 4/7/2020 Forum agenda to Topics page. 4/7/2020
Link to Joe Benning's 4/1/2020 "Managing Risk – Return Tradeoffs … to Deal with Black Swan Events" presentation Member Contribution page. 4/7/2020
Added upcoming Forum agenda to Topics page. 3/30/2020
Added upcoming Forum agenda & Zoom videoconference info to Topics page. 3/24/2020
Added Forum Status & Updates as Agenda page for March 18 to Topics page. 3/24/2020
Added meeting cancellation statement due to OLLI canceling all activities while assessing Corona Virus situation. Topics page. 3/10/2020
Added upcoming Forum agenda to Topics page. 3/02/2020
Added upcoming Forum agenda to Topics page. 2/24/2020
Link to Charles Murphy's "Investment Strategy Using Synthetic Longs" presentation Member Contribution page. 2/24/2020
Link to Lou Coglianese's "Preparing for Retirement Without a Pension" presentation Member Contribution page. 2/24/2020
Added upcoming Forum agenda to Topics page. 2/18/2020
Added upcoming Forum agenda to Topics page. 2/11/2020
Added upcoming Forum agenda to Topics page. 2/3/2020
Added upcoming Forum agenda to Topics page. 1/27/2020
Link to 1/18/2020 AAII DC Metro class information: "2020 Outlook for Boosting Portfolio Growth and Income" Member Suggestions page. 1/27/2020
Added upcoming Forum agenda to Topics page. 1/19/2020
